Posts

Purchasing

An Idea that I had due to difficulties I am having. "When creating a PO, I select the vendor in which the items are being ordered to. When selecting the items, by searching part numbers, that works great. But when selecting items with a more ambiguou...

tyson_re by New Contributor
  • 1017 Views
  • 1 replies
  • 4 kudos

Discounts in Pricebook

We offer a 10% discount to seniors, military and first responders off of their labor charges only for a call. I have watched videos but can not figure out how to just apply the discount to labor. It is in Pricebook as a discount but when chosen by th...

ladams76 by New Contributor III
  • 1594 Views
  • 3 replies
  • 1 kudos

CSM Team

This is one of the worst things that Service Titan has chosen to set up for their customers. I have sent the same email for the past Month asking for help on setting up spiffs in our pricebook (I would like to talk through workflow as well as getting...

KristinS1 by ServiceTitan Certified Administrator
  • 3531 Views
  • 8 replies
  • 7 kudos

Price book consultants?

Is anyone aware of HVAC price book consultants? We would like to have help configuring our price book with a professional that has done it dozens of times.

dzuspann by New Contributor
  • 1478 Views
  • 2 replies
  • 1 kudos

Printing pricebook

Is there a way to print the pricebook other than exporting it to excel?

kristit by ServiceTitan Certified Administrator
  • 2209 Views
  • 4 replies
  • 1 kudos

Dynamic Pricing and Inventory / Purchasing

Dynamic Pricing is great - the idea I would think is that you can link the cost of inventory items to the sale price of a flat rate. When the price of materials change, the sale price of a flat rate changes. Since pricing is constantly changing - thi...

mwh6639 by New Contributor
  • 1354 Views
  • 1 replies
  • 0 kudos

Pricebook adjustment tips for after hours pricing

How can you mass change your pricing quickly for after hours? Go-Time's Certified ServiceTitan Coach, @JeremyWick Jeremy Wickenhauser, has the answer for you in this quick video.https://fb.watch/exaB1Z5gVY/

CHunter
by New Contributor II
  • 1604 Views
  • 2 replies
  • 5 kudos

Resolved! Price Setup Rounding

Does anyone know if there is an easy way to get the price setup feature to round the calculations? I'm starting to play with this but I like my base prices before discounts to show as whole figures (ie: $250.00) as opposed to dollars and cents (ie: $...

josh_bab by New Contributor II
  • 2938 Views
  • 4 replies
  • 0 kudos

Resolved! Using discounts in pricebook

We would like to implement a voucher in our pricebook for our techs to use in field. For instance, the tech could choose a task that allows for a fifty dollar voucher to be used. This would be applied to the flat rate task selected. Tried making the ...

rgrumbia by New Contributor
  • 2341 Views
  • 2 replies
  • 1 kudos

Flat Rate Pricing Model Help

We are switching from a time/material model to the flat rate model, but I'm struggling with how to calculate the pricing for flat rate. I don't have any experience with flat rate, and we purchased the ST Pricebook Pro; however, I'm struggling with ho...

jkeivel11 by New Contributor
  • 2850 Views
  • 3 replies
  • 0 kudos
Labels